Senior Specialist - Investments

Marsh; Mumbai City; Hybrid; INR 1,500,000 - 2,800,000; Full time

Job summary

Mercer in Gurgaon is seeking a skilled Investment Specialist to join the investments team. The role is hybrid, requiring presence in the office at least three days per week, and involves managing client deliverables, research, and performance analysis.

The ideal candidate has 3–6 years in investment consulting, a Master’s in a quantitative field or MBA, and strong communication skills to support onshore consultants and client inquiries.

Qualifications

• Ability to undertake and articulate investment research and insights.
• Interpret large sets of fund performance indicators.
• Proficiency with MS Word, Excel and PowerPoint.
• Programming with Python or VBA preferred.

Responsibilities

• Lead the delivery workflow for delegated solutions client management services.
• Drive new business initiatives combining research and delivery specs.
• Manage stakeholders and prepare investment reports and client communications.
• Support onshore consultants with performance analysis and asset allocation advice.
• Develop fund commentary and investment research to inform reporting.
• Coordinate with operations, portfolio management and consulting teams on Mercer projects.
• Produce bespoke investment reports within SLA and assist in strategy reviews.

Skills

Investment research

Fund performance analysis

MS Word, Excel, PowerPoint

Python, VBA

Education

Masters in Applied mathematics or related field / Finance / MBA

CFA/FRM a plus

Tools

Python

VBA

Job description

Company:

Mercer

Description:

We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office.

Specialist/ Senior Specialist Delegated Solutions Client Management Services (Investment Consulting)

We will count on you to** :**

• Take charge of the imminent delivery workflow coming in to IC
• Driving new business initiatives that are combination of research and delivery specs as known at the moment
• Stakeholder management
• Develop recommendations to hold/liquidate investment managers basis through research on manager performance, market developments and macro-economic environment
• Providing support to onshore consultants on a variety of topics including client queries in regards to performance analysis, strategic asset allocation advice, economic commentaries, document drafting and PowerPoint presentations.
• Demonstrates comprehensive knowledge of asset classes and the ability to produce insightful fund commentaries to support investment analysis and reporting.
• Liaising with wider operational, portfolio management and consulting teams across Mercer, including management of projects as they arise.
• Liaising with our dedicated performance reporting unit in relation to the production and delivery of client investment reports within tight deadlines.
• Be a SPOC for the team for assigned scope. Scale the expertise in the team anticipating the future workflow and growing sophistication of existing projects
• Production of bespoke and ad-hoc investment reports.
• Assisting in the implementation of changes to investment strategy arrangements as decided by our clients
• Assisting in investment strategy reviews including pension asset-liability analysis and design of dynamic de-risking frameworks
• Prepare a Client Audit Request response and a typical Client Valuation Request response
• Prepare valuation reports basis the cash flow information for the clients investment portfolio
• Contribute to other investment consulting support activities as assigned
• Deliver to agreed Service Level Agreement (SLA) and work within the set policies and guidelines
• Where appropriate, propose updates and improvements to current processes
• Contribute to other group projects as assigned
• Contribute and participate in knowledge development initiatives
• Coaching and guidance to the junior and new team members
• Attend queries, concerns, suggestions from stakeholders

What you need to have:

Technical Skills -

• Adept in undertaking and articulating investment research and insights
• Ability to understand and interpret large amounts of fund performance indicators
• Comfortable in using Microsoft Word, Excel and PowerPoint
• Python, VBA Preffered

General Skills:

• Ability to work as part of a team
• Excellent verbal and written communication skills
• Ability to absorb new information quickly
• Managing Relationships: Demonstrates the ability to build relationships with colleagues from a variety of different divisions / Demonstrates effective communication skills
• Planning and Organising: Is able to prioritise workload effectively in order to support the team

What makes you stand out:

• Prior Experience: 3-6 years of work experience in financial sector
  • Education/ Qualification: Masters in Applied mathematics or similar field, Finance or MBA. Candidates having MBA/CFA/FRM will be an advantage.

Mercer, a business of Marsh (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.

Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, caste, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.